Erica Avila
Financial Wellness Specialist
Susan Hagemann
Financial Wellness Specialist
Who We Are
Financial Wellness Checkup is a group of Independent Insurance Agents. We partner with the top carriers in the industry to help offer a multitude of financial needs from mortgage protection, final expenses, debt elimination, funding your children’s education, income at retirement, or protecting your estate from unnecessary expenses and taxes, to name a few.
We help customers who recognize the seriousness of today’s world and want to protect their loved ones with long-term planning, safe savings and protection solutions that provide guarantees and peace of mind, backed by some of the biggest names in the industry. At Financial Wellness Checkup, we pride ourselves in offering customized recommendations that will fit your budget and help families make decisions that are right for them.
It's Never Too Late!
Learn how you can Qualify for a Free Financial Wellness Checkup Today!
Who We Are
Financial Wellness Checkup is a group of Independent Insurance Agents. We partner with the top carriers in the industry to help offer a multitude of financial needs from mortgage protection, final expenses, debt elimination, funding your children’s education, income at retirement, or protecting your estate from unnecessary expenses and taxes, to name a few.
We help customers who recognize the seriousness of today’s world and want to protect their loved ones with long-term planning, safe savings and protection solutions that provide guarantees and peace of mind, backed by some of the biggest names in the industry. At Financial Wellness Checkup, we pride ourselves in offering customized recommendations that will fit your budget and help families make decisions that are right for them.
It's Never Too Late!
Learn how you can Qualify for a Free Financial Wellness Checkup Today!
Mortgage Protection
MORTGAGE PROTECTION INSURANCE IS AN IMPORTANT PART OF HOME PURCHASE PLANNING. IT IS A SPECIALIZED FORM OF TERM LIFE INSURANCE THAT IS DESIGNED TO PROTECT YOUR LOVED ONES FROM THE FINANCIAL HARDSHIP OF HAVING TO CONTINUE TO PAY A MORTGAGE WITHOUT YOU. THE PRIVATE MORTGAGE INSURANCE (PMI) SOME LENDERS REQUIRE ON THE MORTGAGE ARE DESIGNED TO PROTECT THE LENDER, NOT YOU OR YOUR FAMILY. CONTACT US TO FIND OUT HOW AFFORDABLE IT IS TO PROTECT YOUR LARGEST INVESTMENT TODAY!
Indexed Universal Life
GET ALL OF THE MARKET UPS WITH NONE OF THE DOWNS WHILE SAVING FOR A TAX-FREE RETIREMENT! WITH OUR IUL POLICY YOU CAN EXPECT TAX-FREE GROWTH, DISTRIBUTIONS, AND BENEFIT TO HEIRS. GET MARKET-LINKED RETURNS WHITHOUT LOSSES WHEN THE MARKET TAKES A LOSS. OUR INDEXED UNIVERSAL LIFE POLICY ALSO PROVIDES CASH VALUE LIQUIDITY AND THE ABILITY FOR YOU TO WITHDRAW LOANS FROM YOUR CASH VALUE. AS IF THIS WEREN'T ENOUGH, OUR IUL ALSO PROVIDES BENEFITS FOR CRITICAL, CHRONIC, AND TERMINAL ILLNESSES. ASK US TO SEE IF YOU QUALIFY TODAY!
Living Benefits
LIFE INSURANCE HAS EVOLVED TO PROVIDE MUCH MORE THAN JUST DEATH BENEFITS FOR YOUR LOVED ONES. THIS IS A PLAN YOU CAN USE WHILE YOU ARE STILL LIVING. IF YOU HAVE A MAJOR CRITICAL, CHRONIC OR TERMINAL ILLNESS YOU CAN GET AN ADVANCE OF THE DEATH BENEFIT TO HELP YOU DURING YOUR ILLNESS. SOME OF THE BENEFITS INCLUDE CRITICAL, CHRONIC, AND TERMINAL ILLNESS BENEFITS, MONEY FOR MEDICAL BILLS, DEDUCTIBLES, COPAYMENTS, EXPERIMENTAL TREATMENTS, AND EVEN MONEY TO REPLACE YOUR INCOME! ASK US HOW YOU CAN GET ALL THIS PLUS THE DEATH BENEFIT FOR YOUR FAMILY!
Financial Wellness Checkup
We teach Modern Money Strategies for the Modern Family.
Have your question answered by the experts now
FINANCIAL WELLNESS | PRIVACY POLICY
Realize That It Is Not Impossible To Start Over
Are you tired of working long hours, without breaks, in a job that you loathe? Do you find yourself craving to have control over your own work, the ability to balance your life and your job? Are you dreaming of being self-employed, free and able to enjoy life at its best? This webinar will introduce you to an innovative solution to progress towards making your dreams into a reality. Join Now!
Break Free From The "Rat Race" And Look Ahead To A Bright Future
Attend this webinar to discover the secret to rebuilding your career as a successful, self-employed person. Gain the skills you need for success to see your dream come true with the right guidance. From saving money to the launching your business, this webinar will help you develop the right strategy to get you there. Sign up now to let go of the constant stress, worry, and progress towards a more fulfilling life. Join Now!
Experience The Joy Of Starting Your Life Over With The Freedom Of Choice
Imagine being free of the burden of tax and worries, able to travel the world, work from your home and have self-confidence. After attending this webinar, you will have the tools available to make this dream a reality with new skills and the old ones you already have. Leave empowered with the knowledge and guidance to make changes in your life that will reduce your stress, improve your life balance, and bring about a much happier existence. Join this webinar to transform yourself and your future. Join Now!
Mortgage Protection
Indexed Universal Life
Living Benefits
Mortgage Protection Insurance is an important part of home purchase planning. It is a specialized form of Term Life Insurance that is designed to protect your loved ones from the financial hardship of having to continue TO pay a mortgage without you. The Private Mortgage Insurance (PMI) some lenders require on the mortgage are designed to protect the lender, not you or your family. Contact us to find out how affordable it is to protect your largest investment today!
Get All of the Market Ups with NONE of the Downs while saving for a Tax-Free Retirement! With our IUL policy you can expect Tax-free growth, distributions, and benefit to heirs. Get market-linked returns WHITHOUT LOSSES WHEN THE MARKET TAKES A LOSS. Our Indexed Universal Life policy also provides cash value liquidity and the ability for you to withdraw loans from your cash value. As if this weren't enough, our IUL also provides Benefits for critical, chronic, and terminal illnesses. Ask us to see if you Qualify Today!
Life Insurance has evolved to provide much more than just death benefits for your loved ones. This is a plan you can use while you are still living. If you have a major critical, chronic or terminal illness you can get an advance of the death benefit to help you during your illness. Some of the benefits include Critical, Chronic, and Terminal Illness Benefits, Money for Medical Bills, Deductibles, Copayments, Experimental TREATMENTS, AND even Money to replace your Income! Ask us how you can get all this Plus the Death Benefit for your FAMILY!
Financial Wellness Checkup
We teach Modern Money Strategies for the
Modern Family.
Have your question answered by the experts now
FINANCIAL WELLNESS CHECKUP | PRIVACY POLICY